As Finpension announced on Thursday, the company now manages more than 4 billion francs in pension and free assets.

This corresponds to a 41 percent increase in client assets within twelve months.

More than 43,000 clients

The digital wealth manager now serves over 43,000 clients – a 74 percent increase compared to the same month last year.

The bulk of new clients come from the millennial generation. Founder and CEO Beat Bühlmann said: «Millennials grew up with digital tools. This generation does not want to have a conversation at the bank counter, nor does it tolerate a lack of transparency. They compare, calculate, and inform themselves carefully – and choose the solution that fits best.»

Strong growth in pillar 3a

The strongest growth was recorded in the pension segment, particularly in pillar 3a assets, according to the company, which also offers vested benefits and 1e executive pension solutions.

The wealth management offering launched in May 2024 is already being used by around 5,000 investors.